Joe Trodden - Mindset Experts

Case Study

Background

Joe is a small business owner who approached Anna Goodwin Accountancy (AGA), to review his year-end accounts and corporation tax prepared by his existing accountant. Joe specifically wanted to double-check that a journal had been entered correctly.

As a mindset expert who assists entrepreneurs across the world to plough through the mind-blocks holding them back, Joe needed a trustworthy and efficient accountancy practice to support him with his accounts.

Process

We reviewed the accounts and found that the journal had been entered correctly. However, we also identified other mistakes that had been made. we created a schedule of amendments that needed to be made and provided it to Joe, who passed it on to his accountant.

We maintained clear communication with Joe throughout the process, ensuring that he was aware of any issues and that the necessary changes were made. The accounts were successfully amended and submitted.

Results

Joe was pleased with our work and commented that our advice had paid for itself by ensuring that he made the best use of his home allowance and entertaining budgets. He also praised our ability to develop a relationship and understanding of his business, which enabled us to provide valuable insights into how he could make the most of his money.

AGA’s review of Joe’s year-end accounts and corporation tax was a success. Through clear communication and careful attention to detail, we were able to identify and correct mistakes, ultimately helping Joe to make the most of his business’s financial resources. We look forward to working with Joe as his accountant!

“Once again, Anna’s advice has paid for itself by ensuring that I make best use of my home allowance and entertaining budgets. Anna really takes the time to develop a relationship and understanding of how my business operates, meaning that she knows how I can make the most of my money. I can tell you as a small business owner that this really does make the difference.”

Joe Trodden